RVP, External Wholesaler

🕒 May 13

🌲 Oregon, Washington – Remote

🌲 Oregon – Remote ☕ Washington – Remote

💵 $125k - $300k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Group 1001

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

📚 Education

Finance • Insurance • Education

Group 1001 is a collective focused on empowering companies and communities through innovative financial solutions and strategic partnerships. The company provides simple and accessible insurance and annuity products designed to help individuals manage and grow their savings. Their online investing platform offers users a digital means to control their financial futures. Group 1001 also invests in partnerships that enhance community development through education and sports. With a tech-driven culture, they are transforming the insurance industry and helping communities thrive.

📋 Description

• Drive the territory business strategy to maximize revenue growth opportunities. • Active support and adoption of the company’s technology-focused approach through weekly recording of prospect/client meetings, pipeline opportunities, tasks, demonstrations and illustrations into the CRM. • Build and execute annual sales plans and review plans quarterly. • Must be willing to learn new technology and use it routinely in the role. • Work with the Delaware Life Marketing National Sales Consulting team for large advisor meetings and complex sales assistance. • Collaborate with the Internal Sales Team to assist in driving sales results. • Work efficiently within our CRM solution to prospect, administer leads generated by campaigns, update customer records, manage a pipeline of opportunities and deliver accurate forecasting for the assigned territory. • Conduct in-depth sales presentations, including product demonstrations highlighting key benefits through individual and group sessions, seminars, workshops and branch meetings. • Leverage relationships to conduct small to large meetings using internal resources. • Learn the Delaware Life Marketing National Sales Consultant value proposition and demonstrate the content as uniquely valuable to the advisor and their clients. • Deliver and demonstrate using Webex technology. • Build relationships and maintain strong rapport with prospective and existing clients within the client organization and within Delaware Life Marketing. • Conduct lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology. • Manage expenses in a timely manner and adhere to company policies for advisor and firm sponsorships.

🎯 Requirements

• 5+ years of wholesaling experience with proven variable annuity sales results in the bank and/or independent broker-dealer channels • Bachelor’s degree required and advanced degrees a plus • FINRA Series 6 or 7, 63 and Life Insurance licenses required • Strong relationships with key bank and independent broker-dealer advisors and firms in the defined territory • Exceptional presentation and communication skills • Demonstrated success in variable annuity and fixed index annuity sales • Proven track record of advisor relationship building • Experience in lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology • Strong organizational skills and effective time management • Microsoft Office proficiency, Allego, Seismic, technology a plus • CRM: SalesForce or other CRM proficiency • Valid Driver’s license • 50% travel required

🏖️ Benefits

• Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. • Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. • All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required. • Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.